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Vontobel Swiss Wealth Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Vontobel Swiss Wealth Advisors’s Portfolio SGOL Stock Details SGOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-3,000
Closed -$35K – 97
2014
Q4 		$35K Buy
+3,000
New +$35.3K 0.03% 60

Other funds holding SGOL

BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LA
Lau Associates Greenville, Delaware $201M AUM 26.29% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JT
Jump Trading Chicago, Illinois $150M AUM 17.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's SGOL Position: Q1 2015 in Review

Vontobel Swiss Wealth Advisors sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2015, closing a stake of 3,000 shares — an estimated $35K sold.

Vontobel Swiss Wealth Advisors first reported a position in SGOL in Q4 2014 and held it in 1 quarter. The position peaked at $35K in Q4 2014. 68 funds tracked by Wall St. Rank hold SGOL as of Q1 2015.

  • Vontobel Swiss Wealth Advisors reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2015 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 3,000 abrdn Physical Gold Shares ETF shares in Q1 2015, an estimated $35K.
  • Vontobel Swiss Wealth Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2014 and held it in 1 quarter.
  • Vontobel Swiss Wealth Advisors's abrdn Physical Gold Shares ETF position peaked at $35K in Q4 2014.
  • 68 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2015.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2015, filed 13 May 2015.